Registration & Onboarding Tracking
Purpose - Tracks the current onboarding step for every user and gates portal access until onboarding is confirmed.
Who Can Use It
All roles. DHE dashboards and school-side onboarding wizards use it to show progress and step counts.
Key Capabilities
- View registration status of a single user or a batch of users.
- Update a user's current registration step and mark registration as confirmed.
- Get step-wise counts of users for reporting.
- Batch view of registration information across multiple user IDs.
How It Works
- As a user progresses through the onboarding wizard, the system records the new step.
- When the wizard finishes, "registration_confirmed" is set to true.
- Session-switch and portal-entry actions check this flag and block entry until it is true.
Rules & Restrictions
- Access to a school, employee, or student portal via session switching is blocked while that
account's registration is not confirmed. The response reads "profile is incomplete. Please
complete the onboarding to continue." - Registration state is a single value per user (starting at basic_info); there is no partial
state per portal section.
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